Verdence Capital Advisors’s Western Digital WDC Stock Holding History

Verdence Capital Advisors’s Portfolio WDC Stock Details WDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$961K	Sell	1,505 -118	-7%	-$57.4K	0.05%	312
2026 Q1	$439K	Sell	1,623 -47	-3%	-$12.3K	0.03%	451
2025 Q4	$288K	Sell	1,670 -2	-0.1%	-$303	0.02%	544
2025 Q3	$212K	Buy	+1,672	New	+$137K	0.01%	660
2020 Q2	–	Sell	-31,106	Closed	-$979K	–	367
2020 Q1	$979K	Buy	31,106 +13,256	+74%	+$587K	0.29%	98
2019 Q4	$856K	Sell	17,850 -10,425	-37%	-$435K	0.21%	117
2019 Q3	$1.27M	Buy	28,275 +3,350	+13%	+$143K	0.36%	81
2019 Q2	$896K	Buy	24,925 +1,992	+9%	+$68.3K	0.26%	112
2019 Q1	$833K	Buy	22,933 +7,849	+52%	+$269K	0.23%	117
2018 Q4	$421K	Buy	15,084 +3,275	+28%	+$116K	0.12%	160
2018 Q3	$523K	Buy	11,809 +4,155	+54%	+$210K	0.13%	162
2018 Q2	$448K	Buy	7,654 +2,927	+62%	+$186K	0.11%	177
2018 Q1	$330K	Buy	+4,727	New	+$318K	0.08%	211

Other funds holding WDC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Verdence Capital Advisors's WDC Position: Q2 2026 in Review

Verdence Capital Advisors reduced its Western Digital (WDC) stake by 7.3% in Q2 2026, selling an estimated $57.4K and leaving 1,505 shares worth $961K. The position accounts for 0.05% of the portfolio, ranked #312.

Verdence Capital Advisors first reported a position in WDC in Q1 2018 and has held it in 13 quarters since. The position peaked at $1.27M in Q3 2019. 1,848 funds tracked by Wall St. Rank hold WDC as of Q2 2026.

Verdence Capital Advisors held 1,505 shares of Western Digital worth $961K as of Q2 2026.
Verdence Capital Advisors sold 118 Western Digital shares in Q2 2026, an estimated $57.4K.
Western Digital made up 0.05% of Verdence Capital Advisors's portfolio in Q2 2026, its #312 holding.
Verdence Capital Advisors first reported a position in Western Digital in Q1 2018 and has held it in 13 quarters since.
Verdence Capital Advisors's Western Digital position peaked at $1.27M in Q3 2019.
1,848 funds tracked by Wall St. Rank held Western Digital as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.